Sr. Accountant

Job Description

Job Description

We are looking for an experienced family office Accountant to join our team. This role requires a dedicated individual with a strong background in trust-focused accounting, tax preparation, and compliance. The ideal candidate will be adept at collaborating with internal and external accountants to ensure accurate and efficient financial management.

Responsibilities :

• Oversee trust-focused accounting operations, ensuring the accurate preparation and management of financial records.
• Prepare and file 1041 and 1040 tax forms, ensuring compliance with current tax regulations.
• Collaborate closely with account managers and external accountants to streamline tax and accounting processes.
• Stay informed on changes in tax laws, industry trends, and regulatory updates to optimize strategies for client households.
• Perform month-end close procedures, including journal entries and account reconciliations.
• Maintain and reconcile general ledger accounts to ensure accuracy in financial reporting.
• Conduct bank reconciliations to verify financial transactions and balances.
• Provide support and expertise to a family office environment, ensuring tailored financial solutions.
• Identify opportunities for tax optimization and implement best practices for financial management.
• Minimum of 5 years of experience in accounting, with a focus on trust and tax-related activities.
• Proficiency in tax preparation, including 1041 and 1040 forms.
• Strong knowledge of month-end close processes and general ledger maintenance.
• Expertise in journal entries, account reconciliations, and bank reconciliations.
• Familiarity with family office operations and financial management.
• Comprehensive understanding of current tax laws and regulations.
• Excellent collaboration and communication skills to work effectively with internal and external teams.
• Detail-oriented with a commitment to accuracy and compliance.